Latest Expert Opinions

Signal
Opinion
Expert
BUY WEAKNESS
BUY WEAKNESS
January 21, 2019
2/3rds of the stocks are Israeli stocks. Israel is the original hub of the chip. He loves the play as a long term theme. During periods of weakness it is something you accumulate. He is looking to add it to growth portfolios over the next few years.
2/3rds of the stocks are Israeli stocks. Israel is the original hub of the chip. He loves the play as a long term theme. During periods of weakness it is something you accumulate. He is looking to add it to growth portfolios over the next few years.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$0.000
Owned
No
COMMENT
COMMENT
January 21, 2019
Its MER includes the MER of the underlying ETFs. Occasionally they get put some of the stocks and then they sell the stock and re-put the stock. You get a distribution when this happens as a return of capital. Volatility determines how many of their stocks they get put and have to sell.
Its MER includes the MER of the underlying ETFs. Occasionally they get put some of the stocks and then they sell the stock and re-put the stock. You get a distribution when this happens as a return of capital. Volatility determines how many of their stocks they get put and have to sell.
Larry Berman CFA, CMT, CTA
Chief Investment Officer, Partner, ETF Capital Management Inc.
Price
$17.120
Owned
Unknown
HOLD
HOLD
January 21, 2019
This is one of the Canadian retailers that has done fairly well. Everybody is impacted by AMZN-Q but CTC-T less so. The difficulty is that that he does not see growth beyond 2-3%. He needs 10%. He would not say to sell it if you are into it.
This is one of the Canadian retailers that has done fairly well. Everybody is impacted by AMZN-Q but CTC-T less so. The difficulty is that that he does not see growth beyond 2-3%. He needs 10%. He would not say to sell it if you are into it.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$149.580
Owned
No
HOLD
HOLD
January 21, 2019
It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
Agnico-Eagle Mines (AEM-T)
January 21, 2019
It is one of the best managed gold mines in Canada. They have a good team. Production in North America is safe. This is an excellent executing company but he does not own gold in his portfolios.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$52.070
Owned
No
WATCH
WATCH
January 21, 2019
He owned it a year ago and got stopped out. It was not going in the correct direction. There has been bad news in the mean time. Unless you are going to trade it then let it form a base
He owned it a year ago and got stopped out. It was not going in the correct direction. There has been bad news in the mean time. Unless you are going to trade it then let it form a base
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$6.450
Owned
Unknown
DON'T BUY
DON'T BUY
January 21, 2019
It has been a turnaround management style since the low $30s. They bit off bit more than they could chew. They have spun off some Canadian assets because they loaded on the debt. It has the potential of a nice yield but he worries that they might be in a position that the growth part could be sold off. It is 6.8% after the dividend cut.
Altagas Ltd (ALA-T)
January 21, 2019
It has been a turnaround management style since the low $30s. They bit off bit more than they could chew. They have spun off some Canadian assets because they loaded on the debt. It has the potential of a nice yield but he worries that they might be in a position that the growth part could be sold off. It is 6.8% after the dividend cut.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$14.180
Owned
Unknown
SELL STRENGTH
SELL STRENGTH
January 21, 2019
The December period was bad in that the bottom fell out. We have electrification and lots of other things happen in the next decade. He would let it try to rally for you and sell into strength.
Magna Int'l. (A) (MG-T)
January 21, 2019
The December period was bad in that the bottom fell out. We have electrification and lots of other things happen in the next decade. He would let it try to rally for you and sell into strength.
Rick Stuchberry
Portfolio Manager, Wellington-Altus Private Wealth
Price
$67.000
Owned
Unknown